My latest UCStrategies contribution has taken a few turns along the way, but I think it's addressing some timely issues. You may not agree with my point of view, and that's fine. I may very well be dead wrong, but that's not really the issue.
On a few levels, I could see Apple making a UC play via RIM, but what I'm more interested in is the creative destruction that's going around this space, with RIM's woes being a textbook example. My main takeaway is that anything is possible these days, and if it's not Apple, I'm pretty sure it will be someone else from outside this space who will be making big moves in 2014. The incumbent vendors could manage to defend their territory against all comers, but given how weak many of them are, there is definitely opportunity to be exploited by outsiders with more money, vision, will, chutzpah - whatever you want to call it.
I hope you give my post a read, and would love to get your take - here's the link.